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Financial Analyst

Location:
Southfield, Michigan, United States
Posted:
April 29, 2019

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Resume:

Erina Dinkollari

***** ******* ***. ********, ******** 48186 ac88rl@r.postjobfree.com 734-***-****

OBJECTIVE.

Detail-oriented financial professional seeking a position in corporate finance or accounting, where I can excel and challenge my analytical and problem-solving skills.

EXPERIENCE

Hantz Financial Services Southfield, Michigan March 2017 - Present

Plan Practice Manager

Analyze current sales trends and forecast future years sales

Analyze and track weekly, monthly and quarterly sales compared to company goals

Manage and maintain a book of business with $75mill in AUM

Analyze fund performance versus benchmarks

Service and assist 180 high net worth clients

Mentor two new advisors to bring in 4 new clients per month

Hantz Financial Services Taylor, Michigan October 2012 – March 2017

Financial Advisor

Analyze retirement plans and investment options to optimize portfolio return based on risk taken

Analyze personal client financial statements like balance sheets, income statements and cash flows

Present and help implement financial products with clients.

Within 4 months became fully licensed with Series 7, Series 66, Life Accident and Health, Property and Casualty

Manage and help grow a $28 million asset under management practice.

EDUCATION

Walsh College Troy, Michigan Expected to graduate December 2019

Masters of Science in Accountancy,

Eastern Michigan University Ypsilanti, Michigan August 2012

Bachelors in Business Administration,

Honors:

Dual major in Finance and Marketing

Dean’s list multiple semesters

COMPUTER SKILLS

Microsoft office: Word, PowerPoint, Excel with pivot tables, Access, Outlook

Accounting software: QuickBooks Pro, Peachtree



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